+36.0%
KMB vs AXON
+1,304.2%
-1,268.3%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -18.2% | +16.3% | -1.2% |
| 7D | +0.5% | -26.8% | +27.3% | +1.5% |
| 30D | +12.4% | -22.9% | +35.3% | +13.4% |
| 3M | +1.0% | -40.1% | +41.1% | +2.7% |
| 6M | +12.1% | -18.9% | +31.0% | +12.8% |
| YTD | +11.6% | -44.9% | +56.5% | +13.4% |
| 1Y | +13.1% | -46.7% | +59.8% | +15.0% |
| 3Y | +1.6% | +44.3% | -42.8% | -2.1% |
| 5Y | -0.3% | +71.4% | -71.7% | -5.5% |
| All | +36.0% | +1,304.2% | -1,268.3% | +25.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AXON.
Daily Out/Under-Performance
Portfolio return minus AXON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXON return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded AXON wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling